Loomis, Sayles & Company
BTSG icon

Loomis, Sayles & Company’s BrightSpring Health Services BTSG Stock Holding History

Loomis, Sayles & Company’s Portfolio BTSG Stock Details BTSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$29.3M Sell
420,607
-11,321
-3% -$629K 0.04% 186
2026
Q1 		$18.4M Sell
431,928
-11,342
-3% -$457K 0.02% 247
2025
Q4 		$16.6M Buy
+443,270
New +$14.9M 0.02% 266

Other funds holding BTSG

KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Loomis, Sayles & Company's BTSG Position: Q2 2026 in Review

Loomis, Sayles & Company reduced its BrightSpring Health Services (BTSG) stake by 2.6% in Q2 2026, selling an estimated $629K and leaving 420,607 shares worth $29.3M. The position accounts for 0.04% of the portfolio, ranked #186.

Loomis, Sayles & Company first reported a position in BTSG in Q4 2025 and has held it in 3 quarters since. 422 funds tracked by Wall St. Rank hold BTSG as of Q2 2026.

  • Loomis, Sayles & Company held 420,607 shares of BrightSpring Health Services worth $29.3M as of Q2 2026.
  • Loomis, Sayles & Company sold 11,321 BrightSpring Health Services shares in Q2 2026, an estimated $629K.
  • BrightSpring Health Services made up 0.04% of Loomis, Sayles & Company's portfolio in Q2 2026, its #186 holding.
  • Loomis, Sayles & Company first reported a position in BrightSpring Health Services in Q4 2025 and has held it in 3 quarters since.
  • 422 funds tracked by Wall St. Rank held BrightSpring Health Services as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.